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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,485 |
Service code 27 12636 HIGH BLUFF DR STE 100 · SAN DIEGO, CA 92130 | Advisory (Plan) | $5,212 |
Service code 13 | Contract Administrator | $4,191 |
MMA SECURITIES LLC1 year Filed as: MARSH SALDANA INC Service code 99 #48 RD KM 1.2 · GUAYNABO, PR 00968 | Other Fees | $3,293 |
Service code 13 PO BOX 13928 · SAN JUAN, PR 00908 | Contract Administrator | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,901 | $50,385-54.5% | $75,501-69.7% | $62,293-63.2% |
| Participation rate | 99.1% | 67.7%+31.4pp | 72.4%+26.8pp | 69.5%+29.6pp |
| Annual return | 14.06% | 19.90%-5.8pp | 27.35%-13.3pp | 28.90%-14.8pp |
| Employer contribution / active EE | $1,089 | $1,537-29.1% | $2,352-53.7% | $2,042-46.7% |
| Participant deferral / active EE | $761 | $2,445-68.9% | $3,142-75.8% | $3,169-76.0% |
| Admin fee / account holder | $63 | $384-83.5% | $5,801-98.9% | $479-86.8% |